Ready to build a Second Engine? Find out With This Simple Checklist for Business Owners
Ready to build a Second Engine? Find out With This Simple Checklist for Business Owners
Your Business Works Hard. Your Money Should Too.
You built a $10M+ business. That’s no small thing.
But if most of your wealth is tied up in the company (and every extra dollar goes right back into it) then you’re running on only one engine.
This checklist will help you decide if you’re ready to build a second source of wealth — your “Second Engine.” That second engine is money working outside your company as a personal investment portfolio built for growth.
The Dock Street approach
We don’t sell fancy products. We don’t pass your money to someone else. We build small, focused portfolios of strong public companies, just like you built your business: with vision, conviction, and results. This checklist is the first step to see if we’re the right fit.
